Fenergo Client Lifecycle Management provides a truly streamlined, digital client orchestration solution to enable the delivery of a quick and efficient client onboarding process for both new and existing clients.

Fenergo CLM for SalesforceⓇ puts Relationship Managers in the driving seat of the client onboarding journey, providing them with insight into and oversight over the entire end-to-end client onboarding process.

Getting to Grips with Client & Counterparty Data

Manual post section

Getting to Grips with Client & Counterparty Data

A Fenergo survey of leading financial institutions revealed that 65% are struggling to complete the FATCA client identification process efficiently due to gapped, siloed, semi-structured and unstructured data. While there is a deep understanding within the industry that client and counterparty data management is a vital piece for complying with new regulations (in addition to existing regulations), there is an inherent inability to execute policies, procedures, and solutions for a well-designed client and data management system.

This paper takes an in-depth look at how proactive management of client and counterparty data can enable key decision makers to make trusted decisions based on cleansed and standardized data.

This whitepaper demonstrates how an integrated, holistic approach to client and counterparty data management enables accurate measurement of exposure, risk, and profitability. Also discussed is the data structures required to support a robust CCDM system, as well as some of the simple planning steps that will assist in a smooth implementation process. Learn the mechanisms for the initial population of the CCDM system from disparate sources and, finally, outline the options for the ongoing data interaction between systems.